Stop putting your investor’s money and your business at risk by sending secure documents and wiring instructions over email. Your new investor management software has two-factor authentication, uses military grade encryption, and performs regular penetration tests to ensure your protection.
Because of the financial nature of information stored in our web application, we’ve taken special precautions at every turn to provide additional security to our clients.
It is of paramount importance that we protect the privacy of our clients, and we do this with utmost dedication and diligence.
We employ several security provisions aimed at securing your personal information and protecting it from internet groups with bad intentions.
Here are some of the security measures we use to protect your data:
Because of the sensitive nature of the data we use, we also work with a leading Cybersecurity partner to perform regular penetration testing. Penetration testing is a way to manually stress test our application to the highest level with real people trying to break into our systems (we don’t use real data for these tests).
By now, we are all somewhat familiar (and sometimes annoyed by) Two-Factor Authentication, or 2FA. The fact remains, it works. You’ll periodically be prompted to type in a system generated passcode sent to your phone number on file to verify your identity. This feature can be toggled, but is recommended.
One way we provide security to our clients is through the use of User Rights. There are many different access levels to be given to users at different levels throughout your enterprise. This allows you to have increased control over who has access to what information. Access can also be given on a project-by-project basis.
Another way we provide security to our clients is through Team Rights. Similar to User Rights, these settings apply to your referring partners or any team that you add to your portal. Largely, these are used to toggle notifications and respect communication preferences, but also help determine access to your data.
We believe that a high degree of transparency empowers our client to manage their portals more effectively. In each unified investor profile (even for our support representatives), you’ll find Audit Logs. These logs track a user’s movement through your portal and help increase visibility across your enterprise.
We regularly backup your data so that it’s never difficult to restore lost information. This also provides added security in the event of a system outage, and helps ensure that normal service is never interrupted for long.
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All of our portals are hosted in a secure AWS hosting environment and are protected at all layers.
We use IP blocking, network firewalls, key only access, and many other industry best practices to protect our infrastructure and portals.
We work hard to ensure your data is safe and regularly monitor our security posture.
Some of the ways we do that are through:
Take a look at our 2020 Cyber Security Booklet here.
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